The Wiser Financial Group

The Wiser Financial Group Established in 1960, The Wiser Financial Group is Southwest Michigan's oldest and largest financial. The above links are provided for your information only.

Offering
virtual financial planning to ensure a WiserStart at any
stage of life. The Wiser Financial Group (WFG) is one of southwest Michigan's oldest and largest independent financial services organizations. Since 1960 our professional have been helping families throughout the country identify a plan to help achieve their financial goals including retirement, wealth management, risk management,

and estate planning. WFG financial professionals represent more than 300 years of experience in financial planning. Our firm includes CERTIFIED FINANCIAL PLANNERS™ (CFP®), Chartered Life Underwriters (CLU), Chartered Financial Consultants (ChFC), Certified Public Accountants (CPA), attorneys and financial advisors. While you will work closely with one advisor, you have the benefit of all our knowledge and experience - a combination that we feel you will not find anywhere else. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. The Wiser Financial Group is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (512) 697-6000. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.

Meet Wesley Lentz: Managing Partner, Financial Advisor, CFP®, J.D. at Wiser Financial.Wes joined Wiser in 1998 and has s...
09/02/2026

Meet Wesley Lentz: Managing Partner, Financial Advisor, CFP®, J.D. at Wiser Financial.

Wes joined Wiser in 1998 and has spent his career helping clients build long-term security. His passion for long-term security grew out of his earlier work as an attorney in estate planning and litigation. His legal background showed him just how much a solid financial plan can change a family's future.

Outside the office, Wes loves spending time with his wife, Robin, and their five children. You'll often find him reading, cooking, and out on the tennis court or golf course between Kalamazoo and Traverse City.

Want to book with Wes? He wants to book with you! → go.oncehub.com/WesleyLentzMeeting

Life is unpredictable. Your finances don’t have to be. Having an emergency fund can make all the difference when unexpec...
08/26/2026

Life is unpredictable. Your finances don’t have to be. Having an emergency fund can make all the difference when unexpected expenses happen.

Contact us to get Wiser → https://thewisergroup.com/contact/

We're pleased to wish a Happy Birthday to our amazing Lori! 🎂 We're so lucky to have her on the team. Drop a birthday wi...
08/24/2026

We're pleased to wish a Happy Birthday to our amazing Lori! 🎂 We're so lucky to have her on the team.

Drop a birthday wish for Lori in the comments!🎉

Not sure where to start? We'll help turn that daunting blank page into a clear path forward!🗺️The very first step is jus...
08/19/2026

Not sure where to start? We'll help turn that daunting blank page into a clear path forward!🗺️

The very first step is just reaching out. Follow the link to get in touch! → thewisergroup.com/contact

Whatever they want to become, your planning will get them there!🎓Book an appointment with one of our partners to talk ab...
08/17/2026

Whatever they want to become, your planning will get them there!🎓

Book an appointment with one of our partners to talk about how you can best support your student! → thewisergroup.com/about

Virtual financial planning to ensure a WiserStart at any stage of life. Virtual financial planning from Wiser Financial Group aims to help build your ideal future. With our WiserStart program, clients are given financial and investment advice in a convenient virtual setting. Understanding that techn...

08/12/2026

What would you do with $100,000?

Let us know down below!👇

Most people underestimate how much retirement actually costs. The sooner you understand your goals and financial needs, ...
08/10/2026

Most people underestimate how much retirement actually costs. The sooner you understand your goals and financial needs, the more prepared you can be for the future you want.

Start Your Retirement Plan Today → thewisergroup.com/services/

At Wiser, you come first. Always.Let's customize a plan built for you! Check out our services to see all of the options ...
08/05/2026

At Wiser, you come first. Always.

Let's customize a plan built for you! Check out our services to see all of the options we offer! → thewisergroup.com/services

Meet Robert Campbell, CPA, CFP® — Partner and Senior Financial Advisor here at Wiser.Robert specializes in helping clien...
08/03/2026

Meet Robert Campbell, CPA, CFP® — Partner and Senior Financial Advisor here at Wiser.

Robert specializes in helping clients with tax planning and investments, but even more, he loves getting to know people and their stories!

Outside of work, Robert is cheering on his Kids, Hayden and Hudson, at their games, keeping up with his daughter Lydia at college out West, or watching MSU football with his wife, Karla.

Want to book an appt. with Robert? He can't wait to meet ya! →
go.oncehub.com/RobCampbellMeeting

Wishing our amazing Liz the happiest of birthdays! 🎂 We're so lucky to have her on the team.Drop a birthday wish for Liz...
07/28/2026

Wishing our amazing Liz the happiest of birthdays! 🎂 We're so lucky to have her on the team.

Drop a birthday wish for Liz in the comments!

Address

6100 Stadium Drive
Kalamazoo, MI
49009

Opening Hours

Monday 8:30am - 5:30am
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30am
Thursday 8:30am - 5:30pm
Friday 8:30am - 4pm

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